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BSA Financial Services

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Opening hours

  • Sunday

    9:00 AM - 6:00 PM

  • Monday

    9:00 AM - 6:00 PM

  • Tuesday

    9:00 AM - 6:00 PM

  • Wednesday

    9:00 AM - 6:00 PM

  • Thursday

    9:00 AM - 6:00 PM

  • Friday

    9:00 AM - 6:00 PM

  • Saturday

    9:00 AM - 6:00 PM

About the company

Dedicated to raising the Financial IQ of families and businesses by providing expert guidance on next generation life insurance, tax-free retirement, retirement protection and smart medical expense options.

Our team

Derek Stevens

Dr. Martha Batorski

Top services

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Mortgage Protection Needs Assessment and Consultation

60 min

Your home mortgage is a sizeable undertaking.  Make sure your family can afford to stay in the home and cover the mortgage if you die of an illness or an accident.   Make sure they obtain the full equity you have saved for if they deci

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Tax-Free Retirement Info Session

60 min

If you are an entrepreneur, or your company does not currently provide any retirement savings plan, let us show you the benefits of using an Indexed Universal Life policy (IUL) to compound interest over time and provide you with tax-free income durin

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College Fund Preparation through IULs

60 min

Set your children up for financial freedom with an Indexed Universal Life policy.  We will prepare an illustration for you so that you can see the difference (and benefits) between the Indexed Universal Life policy and other college fund savings

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Final Expense Needs Assessment and Consultation

60 min

Do your loved ones have enough money to pay your final expenses through a lump sum tax-free death benefit provided by your insurance company?   Or will they be organizing a Go Fund Me page?  Make sure you are remembered for the joy you

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Protecting your Retirement from Market Losses

60 min

Let us know you how to ensure that your retirement income is 100% protected from ANY market loss while continuing to grow.

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Hospital Indemnity Plans

60 min

Rest easy if you are hospitalized that your Hospital Indemnity Plan will pay you directly for hospital stays.

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100% Matching Health Spending Accounts (Prepaid Visa)

60 min

If you are currently paying high deductibles out-of-pocket, or you opted out of your company's health plan because the high cost, let us show you how to build your own health expense account with 100% matching.  A 50% savings on all medical expe

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Accidental Death Needs Assessment

60 min

Preventable Injury is the third cause of death in U.S.  Accidental Death policies are extremely cost effective, and couples receive a 25% discount.  Contact us for a free consultation to find an affordable policy that works best for you and

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Recruiting Interview

60 min

If you are a licensed Health and Life Agent in any of the 50 states, we are interested in speaking with you!Book time with us to learn more.  We have a robust system, leads, support, training, and more.

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Life Insurance Needs Assessment and Consultation

60 min

Dedicated to raising the Financial IQ of families and businesses by providing expert guidance on next generation life insurance, tax-free retirement, retirement protection and smart medical expense options.

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